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. >> samsung electronics operates a fifth straight quarter, but sales flip. >>> and government is on track for the austerity measures as angela merkel gives up -- for election. >>> and aig just finished off paying off its massive bailout, but the company is now weighing on whether to sue the u.s. government over that very rescue. >> now 2013. >> it's been so long. how long has it been? >> months. >> better make the most of it, though. >> two days. >> yeah. two days. >> then it's onward. >> anyway, look, we're here. i still don't know what time zone and country i'm in. >> there was snow, right? >> there was. it was beautiful. >> on today's show, we hone in on samsung in seoul. i'm all frufterred because you're back. the electronic giant will expand its lead over apple this year. >> and we've got our chips in. and we'll head out to las vegas for the latest on the consumer electronics show. >> the trade deficit widens to its largest level in five years. >> and we'll get the latest from wall street on just how happy a new year bankers are likely to have. >> i hope it's not that happy. some wil
20% year to date. south korea's kospi added .4% helped by samsung electronics. australian shares rose for the 10th straight day. the longest rally since 2003. meanwhile, india's sensex is currently trading marginally in the green. ross, back to you. >> thank you. >>> jane foley is still with us. we want to ask about the australian dollar. this being one of the favorite currencies while china was growing and commodities were strong. what happens now? >> well, the australian dollar has been extremely resilient. this is counter to a lot of forecasts at the end of the year. they were, you know, china's weaker or the australian dollar is overvalued. australia has got to go down. the australian dollar has to go down. no, i mean, china data over the last month, two months, three months has improved -- doing better. perhaps they will cut rates bo there is a feeling that they still will next week. the resilience of the australian dollar comes back to the yield story. investors still want to buy yields. >> 104.37, down about .3 today. where do you see it midway through the year, 2013? >> i thin
the indecex. brian topeka saying there is a lot of anticipation behind what samsung might unveil next week. that's perhaps weighing on shares of apple in today's trade. hoou are looking for bright spots, take a look at social media. facebook continuing its rise. goldman sackes with a bullish note saying it sees facebook as promising. one of its friends in the social media space, zinga, also mooufing higher. after confirming earlier this week it is shutting down operations of 11 games. freeing up administration on zinga cloud. where it could launch new games in 2013. lastly, a lot of movement ahead of the j.p. morgan health coence next week. which is referred to as the super bowl of healthcare. one of the mover and shakers is expected to be celgene. we are seeing stocks higher than next week. >> thank you seema, very much. >>> to the bond market. find out what traders make of the latest jobs report. not to mention the bullard comment at the top of "power lunch." rick santelli at nyse. hi, rick. >> we were close to 197 1/2. we closed last week at 170. it's been 22 basis point week and for a
saw slow downs. apple and samsung, we love these companies because they had no europe last year, in china, no mexico. now we wish they had all three and there was business formation. let's focus on the other half of the equation. it's a little. where the money is going. last night china heads to one more marketable session. holy cow, courtesy of new attitude. the gold double digit growth is taking up the fxi. follow along, but it is taking up to the ancillary chinese place, like coach. did you see that today. rallying more than $2. we are seeing steady names in big commons. totalling chinese demand, truck demand. this one won't stop climbing. i say watch starbucks which is a gigantic expansion. i think it's going terrific clee. and that stock is taking a hit because of disassociation with the people's of republic, it's coming back strong. nike was hurt but that's becoming a thing of the past and buyers are piling in. the worst is over for certain at least in china. how about winn? nonetheless, steve win has put a lot of resources into mack could you macou. things are getting bet
by 0.8%. samsung and hyundai rebounded strongly on bargain hunting. after the bell, posco reported a slump in its q4 profit so we'll watch its shares reaction tomorrow. elsewhere, india's sensex is currently down by 0.3% after the rbi cut the interest rates for the first time in nine months. back to you. >> okay, sixuan, thank you. catch you a little later. >>> now joining us on the set is allan miller, founding partner at stm private. the top thing on everyone's mind, allen, welcome first of all. what's happening with markets? equities around the world and a lot of other markets are at multi year highs. they're on these winning streaks. yesterday we saw that start to break down. is there a significance to that? >> we never look on a one-day view. if you look further out, there's substantial value in equities compared to bonds. but when you actually look at the sharp rise as we've had in the last few months, it's not unusual for some of that to be basically given back. and if you look at the volatility of markets, the vix, it's down to the lowest level it's been for years and years
of samsung. >> supply chain did get worked out. >> possible that expectations were too high to begin with? this was a stock last career that could do no wrong and the expickses were possibly at the stage we don't do it rival. injuriesors expects a lot more because they depend on innovation. >> people were kiss accounted on the sale numbers. let are the the competitive land way. i feel like they are in fablet describe. apple is not giving that to them. >> i don't think a lot of people want big-screen phones. what is this galaxy note? it's huge. 5.5 inches. i do agree. they need to get in and release more than one phone a year because ore ways they will get stomped by samsung. be aggressive in china and areas where you can have access to 7.5 million subscribers there. >> the feeling was that steve jobs was apple. are you in denial at this point that losing such a -- i mean, how do you even quantify what he meant to that company in terms of innovation and operation that he's still gone. >> a design guru and going to kweet quality. >> what was steve jobs really good at? not only innovation bu
of the company say, all right, let's take a hard look before we switch out. >> it's not even apple or samsung. in terms of global market share, the top five, i mean, r.i.m.'s not up there, but zte is up there, along with samsung and apple. it's not just samsung and apple versus r.i.m. at all. it's r.i.m. versus everybody else. >> 79 million subscribers. >> market share for these guys, 5%. two years ago, 20%. i mean, a lot has gone on while they have been trying to get this thing ready. the question is, how much has android and ios taken out of the room. we will see. the presentation at 10:00. jon fortt has tried out the software and is relatively impressed. they'll not show their super bowl ad, so they say. we'll find out. jim, you are the ray lewis of our team today. you're playing hurt. you got the big brace on your arm, but this time it's your voice. you're amazing. >> san francisco, watch out. >> well, talk about missions, let's talk about amazon. set to open at new all-time highs. the online retailer is better than expected profit margins, that is the key story here. as we said earlier a
. it doesn't have samsung written on it or one of these on the back, one of the apple logos and at the end of the day that's all that matters. >> i don't know there aren't that many people. apple and samsung, a lot of purists that want to stay there. i feel at this point it's a little too late. nothing stands out or is really fantastic about this device. people who went to the iphone would think about going back because they may have been frustrated with the keyboard on ios, a really good keyboard on the blackberry 10 but i don't know if it's enough to bring back the masses of people they need to rebuild themselves as a company >> you like it but don't think it's a game-changer? >> absolutely. need to come out with a big blockbuster and what they have is a nice phone, really nice in every regard but not really a standout in any way. michael copeland, what's your take? >> this remains me a little bit of palm when people got excited about the new operating system and slick and multitasked. people didn't care. web-os disappeared. this may be something similar. reviewers like it but there's to
. one of the reasons, concern that samsung electronics will widen its lead over apple in the global smartphone sales in the market this year. samsung could show growth of 35% and strategy analytics says samsung has a very broad product lineup. some traders noted a bearish report about iphone and ipad sales at deutsche bank as a possible reason that the stock was down today. even though the nasdaq closed higher on the day, apple kept -- kept the index's gains muted having the biggest drag on the nasdaq today. despite apple's move lower, it's up more than 4% this week. >> wow, okay. thank you. >>> a new warning that home prices may hith a speed bump in 2013. diana olick has that story. why? >> that's right, michelle. home sales are higher and demand is become and supply for home sales is really low. sounds like the perfect recipe for price spikes, right? wrong. growth will slow n 2013 r 2013. why, the latest case schiller home price index shows prices steadily rising, rising because of record low mortgage rates, a low supply of homes for sale and huge investor demand in the huge crash
of apple has to go someplace else. amazon, like it. >> samsung and the whole supply chain. >> one more check on shares on apple, down by just about 10%. the last time this stock was down 10% during the may flash crash on earnings. it was p12008. having an impact on the qs. i'm melissa lee. see you tomorrow at 9:00 for "squawk on the street." "mad money" with jim cramer starts right now. >>> i'm jim cramer. and welcome to my world. >> you need to get in the game. going out of business and he's nuts! they're nuts! they know nothing! i always like to say there's a bull market somewhere. "mad money," you can't afford to miss it. hey, i'm cramer. welcome to "mad money," welcome to cramerica. other people want to make friends, trying to save you a little money. my job is not just to entertain but to educate and put things in perspective. call me at 1-800-743-cnbc. not everything in the market can be explained by cold hard facts. not everything is rational or even cut and dried or it can even be ascertained with close scrutiny. including today where the dow vaulted 67 points s&p advanced, nas
whether to be like samsung or those guys in nokia that just slashed the dividend. and what we heard wednesday from apple and last night from samsung is a tale of woe that you could argue says smartphones have become saturated. everybody who needs a smartphone has one and now they're even trading down, not even buying expensive smartphones. qualcomm has got a heavy burden as it's going to have to tell us if that's the case, if there really is saturation. it has to tell us because it's the semiconductor brain for so much of the next generation of smartphones. this is the most important call of the week. and it might be when you can start buying apple if it hasn't bottomed by then. not that i want you in it but people do keep asking me. and please understand that apple is going from growth stock to value stock and that's often an ugly journey. okay? there's clip joints along the road and a lot of speed traps you know, the with r5idar guns. thursday is a day made for "mad money." and we think lightning could strike, possibly more than once. we have said recently that three companies who
a samsung supplies almost 500. we think if apple do sign with major carriers like china mobile, like ntd.com, that can be a driver. then finally one more thing that can juice earnings is to have $137 billion of cash. $40 billion of that is on -- we expect the company to become more aggressive with the cash distribution and buybacks over the next 12 to 18 months. in terms of -- this is where i do agree with the other speaker. it is going to take time to repair this. we think an iphone 5 refresh comes out in june. a low end iphone which i would highlight is not in anybody's estimates today may come out in september. and the buybacks in q4. but the issue being there's not much in the next few months. even i would concede. >> jeff, what about all that? a lot of positives for apple here. >> let's talk about china growth for a minute. emerging market growth in general is going to have a lot to do with the price point that apple is going to be able to deliver their products. when we saw walmart come out with the iphone and prices lower, you had to see that there was an issue in margins. i would
deficit. and it's also in focus with samsung electronics, expected to release it's delayed guidance. at the same time, japan's retail giant will unveil their q3 forecast, as well. and december faels figures are due from taiwan. auoptronics and umc. >>> still to come, our next guest expects a 10% price drop in aural commodities over the new year. we'll find out why in just a moment. it turns out he turned his back on his homeland since the next tax. he received his russian passport as well as you can see a hug from the president. probably not easy to do to hug him. stephane is in paris. you have to have big arms to try and hug gerard. >> long, long arms. very long arms. >> i'm not quite sure why he's gone for a russian passport. i don't quite -- i thought he was going to live in belgium. anyway, how is this all going down? >> there's a fiscal agreement between france and russia in 1996 and he's in the still position when it comes to fiscal residence. the main criteria is the usual place of residence. in other words, if he still spends more than 50% of his time in trans, he will still
along with some warnings on the strength of gloeg global demand coming from the likes of samsung. will i sixuan has plenty more from singapore. >> thank you, kelly. let's start with japan. that market yet begin took center stage in asia. december cpi came in at minus 0.2% piling more pressure on the boj to beat deflation and eventually meet that 2% inflation target. the boj jumped nearly 3% and it's up for the 11th straight week. that's the longest winning streak in about 42 years. the japanese yen weakened to a fresh 2 1/2 year low against the green back. that's fueled a strong rally in exporter stocks. shares in china gave back strong gains earlier ending down by 0.5%. chinese stocks led losses of prot taking after north korea warned us more rocket launches and a nuclear test. the weakness in the mainland dragged the hang seng lower by just a touch. china mobile shares slipped for the fifth straight sessions. elsewhere, south korea shares pulled back for the third straight session, down almost 1% today. suppliers, they continued to tumble. samsung electronics lost 2.5% despite record e
that samsung has come on very strong. when you go to a resaler, the sales for samsung are much stronger than they used to be. i think this shift has got to be acknowledged. as henry blodgett said, the stock is inexpensive. when you have something that is old news, new news, it doesn't matter, there is a continuing recognition that something is just not as great at apple that it used to be. >> i think we can make the argument all day and all night, the valuation, cash on hand, dividend that apple is paying. at the same time you can make that case for a lot of other tech stocks out there. they pay a dividend and yet the stocks don't move much anymore. and i'm thinking of like a microsoft, for instance. >> well, i was just reiterating what henry was saying. >> right. >> i feel that, again, there's a lot of things that are subtly wrong with apple. the new itune iteration is just hated. i don't know a soul who likes it. it's very clear that there are real issues involving the ipad mini and whether it's as exciting as it used to be. there is no omg factor. it's just -- frankly, as my daughter said
the way to the bank. apple has real competition from samsung. with an android operating system with the visionaries from google. sure the market's big, but samsung's beating apple in cell phone share and perhaps more important, apple's phones may not be good enough to take that share back. tablets are terrific. but apple's lost the invinceability that extends to the tablet market. apple has compounded the problem by releasing a faulty map app, a new cord, and i like the old one, and a disliked itunes iteration. it's no longer the only game in town. amazon's total addressable market if it can perfect same-day delivery, which it is going to do with all of these warehouses, is literally all of retail, everything, everything sold at costco, walmart, supermarket, department store, food store, hardware store around the globe. maybe one day selling houses and boats if u.p.s. can figure out a way to deliver them. the addressable market may be no longer than the personal computer and cell phone replacement segment. and many think in a few years, those markets will be saturated. nobody w
on your apple hat, all right? they would rather do business with samsung's chip, even though samsung is their biggest competitor, than switch to intel. >> what are we missing? there's uniform negativity here. we'll look back on it at end of this year and say, wait a second, we should have thought of that. >> don't throw that. >> that pc was bad, and they had every right to go out the window. all right, i've calmed down. >> there's no hope? >> anytime you have that budget, you can do it. i like stacy very much. it's a great manufacturer. there's hope. >> okay. >> there's hope. same level of hope. silver lining theory i call it. >> okay. when we come back, a wall street analyst known for being a longtime bear on netflix. and from textbook reynolds to the linked-in for college students, we'll talk to former yahoo! ceo. [ "i'm only human" plays ] humans. even when we cross our t's and dot our i's, we still run into problems. namely, other humans. at liberty mutual insurance, we understand. that's why our auto policies come with accident forgiveness if you qualify, where your rates won't
to buy an apple tablet but people in this world that will buy the cool pad 8060 for $100. >> that samsung phone and like the wider screen. the wider screen. >> the important thing is listen to the discussion we are having, about another company. >> i know we want to get to netflix as well. three of six quarters i believe they have missed since he has taken over, two of the last three. jobs was 11 straight and 19 of 20 quarters where they overdelivered. now, put that in some perspective for us in terms of conservative guidance. when does pressure build on him? >> now. already. no? >> we are a long way from that. a long way. >> do you think -- let me ask you, do you think four months ago, the company was a better company than it is now? >> no i think it's the same company. >> same company, right? so then why do you want to pay so much? >> other companies are not the same company. >> samsung is not the same company. google is not the same company. >> interestingly, to put today into some perspective, the last gap down for apple was july 22, 2008. so mornings light this don't happen lot. also
in to kick ap putt at the moment. an article saying is samsung the new call. the advertising campaign was five or six years old saying, android is outselling apple, which we've known for an awfully long time. as ceo, as head of the pr, marketing director, how do you stop that sort of comment dead in its tracks? is it about offering bigger dividends or something more profound? >> well, you know, one of the things i like tim cook has been saying is, we're not about maximizing market share, which maybe sounds like a crazy idea, we're about maximizing customer experience. and we want customers to love our products. that's what got them in the winner's circle in the first place. that's the only thing that enables any mobile phone company, any technology company to keep on going at this tremendous pace. >> sidney -- >> i think you have to -- >> i'm sorry. i didn't mean to interrupt you. i just want to bring in jeffrey. we had a problem with the camera at yale. and now he's now joining us on the phone. jeffrey, what is your view? what should tim cook do here to reinvigorate apple? >> well, y
there is also a subsidy for the samsung galaxy. when you've only got two devices to choose from, not enough competition for these carriers to say, no, we're not going to pay that much. that certainly would seem to be something here that investors are going to continue to pay attention to. the margins are the key here. we'll see. high multiple stock, 15 times, does have a nice dividend as you point out. investors may be looking closely at the margin number for their guidance for the year, despite what are some positive comments. >> we love the stuff. how does it change. how does the metric change. if we look at the fios numbers, they start making money on the dvr, no, now it's just wireless. >> you don't want to forget about the other important parts of the business. there's a wire line business, and that's where they took the sandy charge in terms of the wire line. the positive effects from the union deal that will start to be felt this year. but wireless is the key for this company. it's what moves the stock. it is the most important component by far. this is a giant player that has had ex
ago. you look at the third-quarter share loss. 14.6% down from 23% a year ago. you look at samsung's growth, and samsung at 31% of worldwide shipments, from 8.8%. so we're seeing these two sort of cross paths here with samsung on the upswing, samsung yesterday reporting a record year, and apple on the down side. >> how long is tim cook going to subsidize its biggest enemy, samsung, and not go to taiwan semiconductors? do something about this south korean invasion. samsung is apple around the world. >> no doubt about it. took that nice train from london to paris. it goes a lot faster than amtrak, just so you know. >> does it lose money every year? >> no apple iphones to be found. but you saw a lot of galaxiegal >> you know, i've got to tell you, apple, wow, what a powerful hurt it's being put on a lot of people. this was one of those stories that everybody owns, and now everybody's saying, what the heck. >> right. >> got to break some news here with mary thompson. i think she's back at headquarters, news on aig. >> as we all know, the company's board is meeting today. and evidently
lots of people who bought apple when it was the undisputed king of smartphones. samsung, got that great operating system, android, google. it's good enough so customers don't have to pay up for the iphone and the big phone companies are happy to steer customers there because they make more money selling samsung than apple. people who bought apple because of the chart. it was a stock that kept going higher, so the analysts kept raising targets, numbers. but once the stock started going down, the charts became the enemy. a virtuous circle became a vicious cycle down, chart became your enemy and that means the same people who had raised their price targets on the way up are now busy cutting them on the way down. and there'll be many, many more heard from tomorrow morning. sellers have been taking profits or losses, frankly, if they bought it too high either because they're trying to follow the discipline of not turning a gain into a loss, that's what i did for my charitable trust, follow along. we cut our position in half so we could play with the house's money. still stings, though, but y
. >> there's competition. >> from samsung. a lot of people are criticizing apple for its execution, some of these new products are not panning out. i don't want to get too in the weepds but it's not-- weeds, bu perfect picture. >> remember how we thought about apple a year ago. we said never since microsoft in 1999 have we had a single stock contribute 10% to a 10% market rally. turned out that was top tick for apple and we weren't making a fundamental statement. look it had become as we were discussing before a bit of a cult stock. my broader issue here is tech in general i think looks attractive but the enterprise of tech, the capital spending part of tech, tech spending was depressed. capital spending was depressed last year because of public policy uncertainty. we think that's going dissipate through the year. the consumer is in a worse spot primarily because of tax hikes. supply side economics, right. so apple is a consumer company for the most part and i think that any consumer company will struggle. >> that's an important point. let's follow that point. is part of this apple drop
other companies, gross margins, something made by a samsung, for heaven sake. i thought they were like a steel company. the stock is reacting to how much money is being made on each item. the dreaded nitpick of gross margins. that nasty number that inferiors, competitors are suddenly making superior product at least in the mind of some of the less savvy consumers out there, the superior. what must be going to apple is the fact these analysts actually think they need ammo to stay positive, ammo to do something as simple as breathing, which is to reiterate the buy ratings. i can see tim cook turning to his colleagues puzzled saying, it's as if we have to come up with something breakthrough, something dazzling for them beyond what's obvious. which is how great we are. but at some point, your company's products may face genuine competition. in many places on earth, other companies may be taking share, which is what's happening with that samsung phone. or you might have product lines in decline like the iphone. like the ipad. and it's a funny thing, when that happens, you actually do need t
. >>> and the smart phone smackdown. is apple losingity cool? the samsung, twitter has began a porn problem. the power rundown is next. you don't want it miss it. ♪ (train horn) vo: wherever our trains go, the economy comes to life. norfolk southern. one line, infinite possibilities. >>> today it is all about tech. first up folks china is considering lifting a 13-year-old ban on video game consoles. nintendo and sony surging a little bit today. i guess you call them surges. julia, you think this ban will be lifted? julia? >> yes, i think it'll be. i think the question is, will it make a difference in mobile and social games are not banned. so if you can play the gims for free or next to nothing, are people going to want to invest in a console. other thing to keep in mind tyler is the fact that ban is not very much enforced so these have been smuggled in in the past. >> john, do 6 billion chinese want to play madden 13 or what? >> yeah, and a lot of them already are. piracy is a huge problem there. ps3 is harder to pirate so yeah, they will probably lift the ban but will it have a positive impact? ma
phone, not everyone. what to buy next is a huge topic of debate. >> i see some people switch to samsung and samsung galaxy s3. i've heard it's pretty good and there's apps you can't put on your iphone. i would say some people are starting to switch over but i'm still faithful to iphones. >> i've heard a lot of reviews with new sam sungs, galaxy. a lot are saying better than iphone. >> they are similar. why spend more on the iphone. you get the same technology. >> how much did it cost? >> about like $100. it's cheap not like the iphones. >> they are in transition. they just lost steve jobs. have you to give them time. they are innovative. apple tv looks cool. >> i don't think they will lose status, i just don't think they will be the sole providers for that anymore. >> a lot of them have iphones but many have not upgraded to the 5. that mizzou survey found 18 to 34 years old have more androids that iphones that flip flops with college graduates. most graduates from iphones and blackberries, back to you. >> thanks very much, jane. give my love to my alma mater. meanwhile, a big deal in the battle ove
screen samsung. watch movies. >> you want to make phone calls. >> like the old days. >> the point does appear to be, i think credit suisse, somebody said, daunting challenge. fair? >> yes. >> the rest of the world has not stood still. >> the only reason, when the i phone came out, i switched the next day. i went over to verizon, said do you have it? it's not that, right? it's not a -- boom. omg. no omg. >> evolutionary. >> by the way, tomorrow is the big january jobs number. of course, that means another chance for you to nail the number. tweet us your predictions for january non-farm payrolls or handles at squawk street, #nail the number. the prize this month will make feel nice and cozy in time for valentine's day. it is a blanket, autographed by the "squawk on the street" gang. you will have one minute before the friday release to tweet your predictions. best of luck. none of us have used the blanket. >> pristine. pristine. which may be a draw, may not be a draw. i don't know. >> hold it. >> make a sweet valentine's day gift, i'm sure, for someone. >> also the end of the month, cram
carefully before investing. >>> welcome back to "squawk" this morning. making headlines, samsung electronics says it's likely earned a quarterly profit of $8.3 billion, selling about 500 handsets a minute. samsung also benefiting from a pickup in demand for flat screens it makes for mobile devices, including those for rival apple products. but some analysts say investors are concerned samsung's momentum may slow in the first half. also at ces they're selling a $20,000 television that starts -- >> what? >> the new tvs start at 60 inches and go up to 100. >> 85? >> i heard about it. >> 85, that's -- >> life size at some point? >> oh, no. we wanted -- >> right. >> it will be in like two years. >> wait. that would be -- it would be more expensive to remodel your living room. >> now to sports and i like the sweater. i like you in that sweater. that's the sweater. >> i was in wisconsin when you said that i wore -- >> i don't think the guy could wear a sweater. but you're casual. you got the casual, almost a suito jean type thing going on. >> do a couple interviews in the field today and this is wh
minister shen zoe abe asked the bank of japan to adopt a 2% inflation target officially. samsung electronics rebounded about 2% on bargain hunting. the kospi snapped a five-day losing streak, ending higher by .75%. and the options over china gave a lift to the australia markets. the asx 200 reversed earlier losses to end marginally in the green. data showed china's imports of iron ore soared past 17 million pounds for the month of december. the sensex is trading lower by about .1%. >> sixuan, thank you. we'll keep you again here in europe. the ftse 100 is at the highest level of the last year for a close. the ftse 100 up .06. the ibex down 10, the cac 40 down 11 points. a couple markets, forced into releasing results last night. there was a leak and then having the full conference call, disappointing figures marks & spencer trading down 4.74%. pretty good numbers for tesco. a bit of a shocker last year, not the same this year. the stock right now, up 2.2% be, as well. ten-year spanish yields ahead of that, a little higher. italian yields, up 4.25%. and the bank of england coming
times i've been standing around and groups of people are comparing their latest samsung phone or talking about the next generations of devices out. the mobile world conference is next month in barcelona. how much pressure is on the company for new devices? i think it's been said many times. this is an extremely important earnings called for the company tomorrow night. we feel the echo system that apple brings to the table is very strong and powerful. we see about 20% 3g coverage for mobile phones at this point. there's a lot of smartphone buyers still to come into the market and we ultimately feel as though it's a samsung and apple ecosystem play here as we go forward. but, you know, i don't feel as though apple has lost the cool factor completely. we feel as though this year will be important from a product perspective of what they, again, have up their sleeve over the coming quarter peps. >> aaron, do you have an iphone? >> i do, iphone 5. >> are you using it now? >> i am. >> okay. just curious. so it still has the cool factor there with aaron rakers. he's coming in from stifel nicolau
. >> the competitor samsung, i keep thinking about the european trip, and you saw samsung there. >> i did. i got a lot of tweets on that, too, saying, you know, come on. >> you're breaking -- >> they have iphones over there, too. >> on "usa today," in front of the business section, all about apple losing their cool again. samsung, meantime, crossing in the 100 million unit mark in the galaxy. >> do you also throw out the suppliers with this, with the momentum downward? do you throw out the names like broadcom and qualcomm, which is both on android and apple? if apple is losing handsets to samsung, broadcom would pick that up. >> everything's so tainted. qualcomm, 4g, 5g, doesn't matter, you're going to need their chips. arm holdings downgraded today. the apple complex, which was so great when momentum was terrific, is, of course, in reverse momentum. i think people don't know what to do. there's a lot of people who came in to apple between 500 and 700, because i think many things seem like they're going great. and they don't know what to do, other than criticize people who wonder whether it's as great
. samsung reported good numbers. but this is a play on everybody else but apple. they do great touch work. good yield. t.j. saying this is the bottom in a cycle. i'm not going to doubt t.j. i think he's a pretty good guy. >> game stop? >> oh, my. you've got hardware down 2.7%. pre-own, which is always a terrific -- down 15%. digital, not analog. hardware not selling. i remember when you had to wait in line for the big games. i used to have to wait in line for my kids. now on game stop, it's off the gaming rules. >> nice second half of the year. >> a lot of people felt there was a lot of new product coming out, you'll find new devices. this gaming industry has become challenged. xbox doing well. >> good names to watch. when we come back, an exclusive with morgan stanley's u.s. equity strategist, adam parker is one of the last year's bears, becoming more bullish in 2013. after a strong 2012, what is eli lilly's prescription for profits this year. opening bell coming up in just about three minutes. ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ o
in the prostate cancer market. >>> bertha bertha coomb is back more on apple. >> apple say they think that samsung has disrupted the situation for apple. android is gaining. nonetheless they think with all of these things, which is helping to attract a strong user base, they don't believe apple is out of the game and headed south. we'll learn tomorrow. they still say apple needs to defend it's growth story. >> bertha, thank you very much. >>> let's check in on the bond market which is getting competition today from stocks. the bond market also waiting to see what some surveys later this week will show us. right now looking at the curve, the ten-year note is yielding 1.83%. the 30-year has stubbornly been above the 3% level. that's what traders are starting to focus on, not starting but have been focusing on the last couple of months. the longer end of the yield curve. they have been watching consumer sentiment which has not been improving and they have been watching washington closer, they say there are fiscal issues out there that are not solved and that's something the bond market is watching. t
home. that is the smart phone battle and who wins and loses. apple or smart -- or samsung. but here in this, a third player, which is google. which seemingly can't lose either way since they make apps for both the iphone and of course the android. or l license the android operating syst system. >> google is in a great position. no doubt they can get huge market share, whether for apps or the operating system. however 75% of profit good to apple. they are the ones making the money. it is about where the developers go. so i think it is early to say that google is winning no matter what. but i think they are not losing, certainly. >> they are making a few pennies on all of those smart phones one way or the other. >> exactly. it is oversimplified to say, this is like the ketchup wars. like if mcdonalds continues to get bigger, then so did ketchup. >> he has a great voice. >> he does. >> and handsome. >> maybe joyvoice over for tv. >> biggest customers, men in their mid 50s for the corvette. are guys who drive corvettes sexy? >> they are definitely having a mid life crisis. this is a mid
. will microsoft go the way of the dying pc. >>> starbucks shares get a jolt this morning on earns. >>> samsung posted record profits but show signs that maybe the smartphone slowdown is not an apple problem. apple slightly higher after closing down 12% yesterday. >>> futures moving higher as the dow looks at a march toward record territory. posted gains for the tenth time in the last 11 sessions. also, the s&p 500 surpassing the 1,500 mark for the first time since december 2007, but closed below that level with a slight gain on the session. certainly it seems like it's all positive. the dow transports confirming this move higher. it was pointed out in a note a couple of days ago that that's the buy signal here on the dow. yesterday's market action, jim, was that concerning that it couldn't hold 1,500? >> i'm not going to be concerned about where they nailed it at the close. the earnings per share have just been stellar. not just the bottom one. the outline's been great. procter & gamble this morning, and i was on the starbucks call. they're firing on every single cylinder, delivering on all pr
to address. >> brian, we got to let you go. real quick, samsung? i read that they may have, at least the gossip is, they may have a screen that won't break? it's a flexible screen? i'm excited if this is true. >> yes, so samsung has a huge product announcement and a lot of innovations. they're going to be showing off flexible displays. small and large, so smart phone and tv. but they're going to have a brand new product and i think that will be probably the most applicable thing to the earnings on samsung over the next year or two because it will go to market. >> brian white, thank you for w joining us this morning. >> coming up, several stocks on the move this morning. we'll check in with jim cramer at the new york stock exchange. that's nextment ♪ ♪ ♪ [ male announcer ] don't just reject convention. drown it out. introducing the all-new 2013 lexus ls f sport. an entirely new pursuit. [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doctors turn billions of bytes of shared information... ♪ into a fifth anniversary of
've seen samsung is coming up a little bit but everybody still has an iphone. some sort of iphone. >> i think there's a lot of competition but i think apple probably still has an edge. >> a lot of the other phones are just, i don't know, more hype than anything. >> verizon buys data. that's about all i hear. >> do you think apple is losing its cool? >> yeah. i feel that way especially with the new iphone 5. >> why? >> because the new software is not as good as the old one. >> apple is extremely expensive especially with their data plan so if people are offering pretty much the same service for less people will go for that. >> my fiance has the glaxy and loves that as well so we kind of compete back and forth with each other. >> who's winning? >> he thinks he is. >> a couple of my friends are having samsung galaxy and starting to not like apple and have the samsung galaxy but again, me personally, the iphone sounds good. >> you want to say i have an iphone. >> yeah. >> you don't want to say i have a galaxy. >> here we go. yeah. >> all right. so still some cache. here is the telling thing
out there i see out there is samsung. >> all right. >> and the ipad mini is on fire in china. >> you don't think i should hold out for the blackberry 10? >> we're going to be the last people on earth with one of these. >> and our senior producer over there, too. thank you, gentlemen. happy new year. >> thanks, happy new year. >> happy new year. >>> it was a happy new year on wall street. the dow and nasdaq posting their biggest gains in half a year. >> will stocks keep flying hike tomorrow morning or come crashing down from a bad hangover? two of the streets top money pros will weigh in, coming up pros will weigh in, coming up next. you won't just find us online, you'll also find us in person, with dedicated support teams at over 500 branches nationwide. so when you call or visit, you can ask for a name you know. because personal service starts with a real person. [ rodger ] at scottrade, seven dollar trades are just the start. our support teams are nearby, ready to help. it's no wonder so many investors are saying... [ all ] i'm with scottrade. [ "the odd couple" theme playing ] hum
, they are already seeing subscriber share for the iphone in china go down to companies like samsung and lenovo so this would be a pretty big loss. they would have to figure something else out in the country. >> yeah. david. can you address the issue of the margins? i mean, that seems to be the single most issue, most important issue affecting the way people feel about this company. margins are compressing. they are not growing nearly what they were before. if apple comes out with an iphone mini, that's only going to hurt margins even more as it tries to establish itself in emerging markets like china. >> well, that's right. i mean, apple had the best of both worlds. they could sell a premium products at ridiculously high margins and grow faster than anyone else. that is clearly being challenged, but as i say, the stock right now after this decline over the last couple of months reflects a lot of skepticism about margins, so they are better off getting more volume, and, remember, once you even sell a low-end iphone, that customer is going to buy apps, and they are going to be a loyal customer prob
, certainly not apple or samsung. you sure wouldn't want to own the stock based on the quarter or the conference call. but what did management hang its hat on? how did they entice you into thinking you should own the stock here? because of hope, hope that the second half of the year will be stronger globally, that the world's economies are going to get better. and that made me ask myself, is this hope that things will get better or somehow do they just know it? and if they do know things will get better, please tell me how. i certainly believe in hope. in the end, if you're investing, i say hope should be part of the equation. you can hope that the ravens beat the belichicks and bradys and sunday, we need more facts to get more bullish from here. and the sooner we get them, the more positive i'll feel about the stocks after the run they've had. stay with cramer. >>> keep up with cramer all day long. follow @jimcramer on twitter and tweet your questions #madtweets. ♪ [ male announcer ] how do you make 70,000 trades a second... ♪ reach one customer at a time? ♪ or help doct
makes less money from mobile ads that pc ads and more people are going mobile. and hardware. samsung is spreading the android gospel worldwide which is good for ads and making it tough for google's motorola unit to make a prompt another big loss in q4, analyst will have a lot of questions about cuts. the headline, the street wants revenue around 12.36 billion and $10.52 eps. >> jon fortt will have those numbers after the bell. look forward to that. breaking news on the israeli election with tyler. ? >> thank you very much. the early exit polls in israel indicate that benjamin netanyahu has won a third term as prime minister of that country. those terms have not been continuous or contiguous, i should say. he's projected to win though a center left party, a relatively new one, has made surprising gains according to news reports and that could make the coalition-building over there a little more tricky. right now the prediction is that benjamin netanyahu's likud party has won about 31 seat in the -- in the parliament and will take the lead in forming the government. netanyahu had calle
like samsung and cell phone makers. and when bad times hit the cell phones shut down and all of a sudden we used to ship 10 million units a quarter and we ship none. it's the whim of the consumer, not the whim. what the consumers do based on the economy feeds right on back to you very quickly. and you can't predict it. we don't know when the economy's going up or down, and we're the tail on the dog. we really get whipped around. >> what worries me here is -- couple worries. one, i always thought you ran a lean company. always. i've been proud of it in lean. then it turns out you're saying you've got a lot of fat and you're going to get rid of a lot of people. which is it? >> we've always been lean, and we're lean now. we are making some cuts that we have to make that are structural that we're getting rid of a division and we're basically loading the work of that division onto the other three division managers. but we're all going to work more hours. we weren't fat. i'm not going to say we're fat. but obviously, if we can make cuts, the question is validly stated. so why didn'
's all good. >> samsung -- >> it's all good. we want to run business applications so our customers take better care of their customers. so they can provision applications on the mobile, make their customers happy and we secure those devices and those transactions so our customers are best-run businesses. my thing is the knowledge company. >> okay. >> if you think about the cloud big data and mobile and knowing more about the end-to-end value chain on how to connect with that customer, than any other company in the world, that's the knowledge company. that's s.a.p. >> so the knowledge company even works in an atmosphere like europe where obviously your numbers are as if europe's doing well. what happens to your numbers if europe actually does well itself? >> they go even higher. i mean, we grew 13% in europe. we grew five times faster than our nearest competitor. we're taking share from everybody. and if you look at our competitors, why are they losing? >> jim, why are they losing? >> why are they losing? because the eye has to be on innovation. you have to help companies grow. and in eu
to battle against samsung and apples of the world. >> would you buy it at $28 a share? >> we prefer to wait. i have a neutral on the side right now. >> yun kim, thank you. >> thank you. >> michael far, president of far, marshall and washington. >> thank you. >> we were talking earlier and it hasn't rewarded you for a long time. >> it hasn't rewarded us. >> why do you hold it. >> let's look at numbers on microsoft. expecting 75 sent for the quarter with be that turns into about three bucks for the year. on a $27 stock microsoft is trading around nine times this year's estimates. 5.60 sint cents in cash and 3% yield. this is a stock with a lost cash, a lot of flexibility, good model and yes, we've had trouble with pcs. and because in terms of a pc cycle, it has been somewhat elong gated bay shift to the tablets. people are buying tablets. with a mature, very nice safe company, sooner or later, i this i they get it right. but you get paid to wait. >> but you've been waiting a long time, michael. i hear you nibbling at the value. you talk about the cash on hand and pe ratio. but the truth is, v
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